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MARKETS / NYSE / OPY
NYSE · SECURITY BROKERS, DEALERS & FLOTATION COMPANIES · MID CAP

Oppenheimer Holdings Inc. OPY

17 fiscal years on record · USD · FY2025 reported · SEC filings only
$1.4B
▲ 15.9% YoY
$148.4M
▲ 107.4% YoY
$183.6M
In brief

What this company does

The Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking, equity and fixed income research, market-making, trust services and investment advisory and asset management services. Through its Wealth Management business, Oppenheimer provides financial services through a network of 924 financial advisors in 88 offices located throughout the United States. As of December 31, 2025, the Company held client assets under administration of $143.3 billion. At December 31, 2025, the Company had $55.2 billion of client assets under management in fee-based programs. Oppenheimer employs over 200 investment banking professionals in the United States, the United Kingdom and Israel. Oppenheimer employs over 148 dedicated fixed income sales and trading professionals in offices in the U.S., the United Kingdom, the Isle of Jersey and Asia. At December 31, 2025, the Company employed 2,947 employees, of which 2,906 were full-time and 41 were part-time. The Company has roots tracing back to 1881.

Written from the business description in Oppenheimer Holdings Inc.'s annual report to the U.S. Securities and Exchange Commission, filed 26 February 2026. Every sentence was checked against that document before publication.

Growth
USD 1.4B
Revenue, FY2025 · full 17-year series below
Revenue $B Net income $B
FY2025 · Revenue 1.4 · Net income 0.1
0.5B1.0B200920112013201520172019202120232025
Compound annual growth
+8.6%
+3.5%
+4.7%
+2.1%
+66.2%
+3.8%
+54.1%
+9.4%
+71.8%
+7.0%
+57.4%
+10.9%
+42.1%
+3.1%
−42.6%
−46.1%
−20.7%
−3.0%
+4.0%
3 yrs
5 yrs
10 yrs
15 yrs

Revenue compounded at +3.5% a year over five years — but profit grew faster: net income at +3.8%, earnings per share at +7.0%.

Compound annual rates per period — left blank where that exact year isn't on file, the series crosses a loss, or (per-share rows) a split falls inside the window.

Profitability
10 cents
of every revenue dollar became profit
Operating margin Net margin
FY2025 · Operating 14.8% · Net 10.4%
5%10%15%-1%-2%200920112013201520172019202120232025
ROE
FY2025 · ROE 16.2%
10%20%200920112013201520172019202120232025

Each USD of equity produced 16 cents of profit this year.

Cash & shareholders
USD 10.6M
returned in FY2025 · dividends + net buybacks
Free cash flow $M
FY2025 · FCF 183.6
80M160M-50M-100M200920112013201520172019202120232025
Net buybacks $M Dividends $M
FY2025 · Dividends 7.6 · Net buybacks 3.0
25.0M50.0MDividendsNet buybacks200920112013201520172019202120232025

USD 7.6M in dividends and USD 3.0M in buybacks — 7% of the year's profit went back to shareholders.

Total assetsUSD 3.7B
EquityUSD 983.8M
CashUSD 38.4M

Equity funds 26% of total assets.

The 17-year record
17 fiscal years
Every figure from documents filed with the SEC · USD
row low → row highnegative
Metric 20252024202320222021202020192018201720162015201420132012201120102009
Revenue $B1.41.21.21.11.41.21.01.00.90.90.91.01.01.01.01.01.0
Operating income $B0.20.10.00.00.20.20.10.00.0−0.0−0.00.00.0−0.00.00.1·
EBITDA $B0.20.10.10.10.20.20.10.10.0−0.00.00.00.10.00.00.1·
Income tax $B0.10.00.00.00.10.00.00.0··0.00.00.00.00.00.00.0
Net income $B0.10.10.00.00.20.10.10.00.0−0.00.00.00.0−0.00.00.00.0
Free cash flow $B0.2−0.1−0.00.00.2−0.10.10.2−0.0−0.1−0.00.1−0.0−0.00.1−0.10.0
EPS, diluted $13.046.372.592.5711.709.303.822.051.67−0.090.140.621.77−0.270.742.771.55
Dividend / sh $1.720.660.600.601.541.480.460.440.44440.00440.000.440.440.440.44··
Payout %51021221215112026−5073066824−166581528
ROE %16.28.73.84.021.119.29.35.44.4−0.20.41.74.9−0.72.08.04.5
Shares out B················0.01

Slide the table for earlier years · "·" marks a figure not available in our data for that year.

Provenance
Company facts, as filed
How we verify · 0 failures in 51 reconciliationsAUDITED

Reconciled in 18 of 19 fiscal years. 6 checks could not be computed.

EPS recomputationBalance-sheet identityGross profitBalance-sheet liquiditymoeda_consistente0 failures
ActivitySecurity Brokers, Dealers & Flotation Companies
Listed onNYSE
Incorporated inDelaware
Fiscal year endsDecember 31
Data on record since2008

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